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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,546 | $55,889-65.0% | $76,119-74.3% | $80,935-75.9% |
| Participation rate | 20.6% | 62.1%-41.4pp | 69.1%-48.5pp | 67.7%-47.0pp |
| Annual return | 9.77% | 20.58%-10.8pp | 361.25%-351.5pp | 35.66%-25.9pp |
| Employer contribution / active EE | $421 | $1,866-77.5% | $2,693-84.4% | $2,757-84.7% |
| Participant deferral / active EE | $530 | $3,051-82.6% | $4,259-87.6% | $4,299-87.7% |
| Admin fee / account holder | $5,829 | $5,241+11.2% | $6,421-9.2% | $6,924-15.8% |